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14 Nov Year-End Financial Checklist
We’re coming up on the end of 2017 and there’s still plenty to do. Long before we hit 2018 and create our list of New Year’s resolutions (financial or otherwise), we want to finish out the year strong. Regardless of what that means for you,...
09 Aug 3 Biggest Mistakes Parents Make When Saving for Education
Providing education for your children is the core value of many families. We want to launch our children equipped with the best skills to face adult life. But for many families, it is still a challenge financially, emotionally & practically. I would like to point...
07 Aug Live with MainStreet – Ep. 15 Education Funding
Topics include How, when and why. Jim and Anna give their tips on how and when to save for college. 1. 3 biggest mistakes parents make in regards to college savings. -Not starting early enough. -How to resolve saving for retirement while saving for college?...
29 Aug How to Turn Big Dreams Into Financial Goals
A dream without a plan is just a wish. To make sure you can achieve the big dreams and desires you have in life, it’s important to turn them into attainable financial goals. Then you must prioritize your goals and consistently track your progress toward them. The following steps will help you define and prioritize your goals so you can make your dreams a reality:
13 May Live w/Jim & Anna, Ep. 25: Last Episode
Posted at 13:30h
in Estate Planning, Insurance, Investing, Live W/ MainStreet, Near Or Entering Retirement, Retirement
Questions discussed: I just purchased a new car and my insurance premium increased. What can I do to lower it down? Should I cash out my traditional IRA to help pay down for my student loans? I just graduated and have $36,000 in student loans....
